Skip to main content
Welcome

All of us have dreams for the future but most of us don’t know the best way to get there. We are your coach and counselor. We help you turn your dreams into goals and goals into reality.

Video Archive

Subscribe to our YouTube channel to view more videos about creating financial wellness.

GFP Quarterly Report - Q3 2022 November 17, 2022 Nichole and Tim review the third quarter of 2022 and discuss what continued inflation concerns could mean for the rest of the year. Securities offered through Cambridge Investment Research, Inc.,...
Quarterly Report - Q2 2022 July 21, 2022 Nichole and Tim review the second quarter of 2022 and discuss what continued inflation concerns could mean for the rest of the year. Securities offered through Cambridge Investment Research, Inc.,...
Quarterly Report - Q1 2022 May 18, 2022 Nichole and Tim review the first quarter of 2022.
Money Minute Start Investing Now April 7, 2022 Nichole sits down to talk about the importance of investing in this Money Minute. Securities offered through Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services offered through Cambridge...
Money Minute Remote Working March 3, 2022 Nichole sits down to talk about the trade-offs involved in working from home in this Money Minute. Securities offered through Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services...
Quarterly Report Q4 2021 February 9, 2022 Nichole and Tim review the fourth quarter of 2021 with a special focus on continued inflation concerns and a look at average market corrections. Securities offered through Cambridge Investment Research,...
Take the Next Step Your path to financial freedom starts here.
  1. 1 Schedule A Consultation.

    We’ll get to know you and your financial objectives to figure out where to go from here.

  2. 2 Meet With Us.

    Together we’ll work towards a plan that is customized to your personal needs.

  3. 3 Move Toward Financial Success.

    As life changes, we’ll adjust your strategy to help match your new life situation.